"We Are in the Very Early Innings": Sam Callahan on Bitcoin, ETFs & Institutional Adoption
Sam Callahan, Director of Bitcoin Strategy & Research at OranjeBTC, joins the show to discuss Digital Credit, Institutional Adoption, and where we are right now.
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.
Tim Kotzman on X: https://x.com/TimKotzman
Sam Callahan on X: https://x.com/samcallah
0:00 - Intro
0:50 - Sam’s background and take on Digital Credit
3:36 - BlackRock’s PBIT
7:00 - JPMorgan’s Asset Report
10:05 - How important is narrative to Bitcoin adoption?
14:06 - Where to find Sam and OranjeBTC online
#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
20 Oct 2026
The ETF Playbook Episode 1 | Eric Balchunas
Eric Balchunas, Senior ETF Analyst & Funds Product Specialist at Bloomberg, joins Tim for the inaugural episode of The ETF Playbook to discuss Trump Accounts, Digital Credit, and whether everything is going to be an ETF eventually.
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.
Tim Kotzman on X: https://x.com/TimKotzman
Eric Balchunas on X: https://x.com/EricBalchunas
0:00 - Intro
0:30 - Trump Accounts
10:50 - Eric’s ETF expertise
16:50 - Is everything going to be an ETF?
21:35 - Tokenized stocks?
23:56 - The Bogle Effect
28:11 - Eric’s take on Digital Credit
39:00 - GBTC
43:43 - The value of liquidity for traders
47:45 - ETF launch prices
49:00 - Eric’s podcast “Trillions” and book “Both Sides Of The Coin”
1:05:45 - Super shares
1:07:15 - Swap lines
1:09:57 - ETF expansion
1:12:00 - The NAV is stale
1:19:44 - Social media vs traditional media
1:27:00 - Eric’s take on live events and conferences
1:29:52 - The Institutional ETF Toolbox
1:32:11 - Non Bitcoin token ETF flows
#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
9 Oct 2026
"Diluted on LinkedIn, Concentrated on X": The CEO Scaling a Bitcoin Empire
Scott Ellam, CEO of XCE, joins the show to discuss the company's latest acquisition, its rapid expansion, and how Bitcoin is fueling an ambitious strategy to scale a global business empire. From doubling revenue through strategic acquisitions to navigating public markets and balancing his professional persona on LinkedIn with his unfiltered Bitcoin convictions on X, Scott reveals what it takes to build a Bitcoin treasury company for the long term.
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.
Tim Kotzman on X: https://x.com/TimKotzman
Scott Ellam on X: https://x.com/btconlyscott
0:00 - Intro
0:10 - XCE’s M&A Announcement
8:31 - Expanding globally
11:30 - Doing things the right way
14:06 - Running a private firm vs a public one
18:18 - Managing expectations in a bull market
21:48 - Closing thoughts and where to find XCE online
#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
Who has been a guest on The Bitcoin Treasuries Podcast with Tim Kotzman
Names identified in recent episode analyses. Showing up to five guests.
Tyler Rowe
Bob Dewey
Emily Dempsey
Archie
Jon Willbanks
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
4,657,709,572
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.7 / 5
13 ratings
Spotify
4.8 / 5
20 ratings
Podcast Authority Score: 75 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
93
Social presence
0
YouTube
93
Engagement
51
Contact The Bitcoin Treasuries Podcast with Tim Kotzman
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